SLF
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Sun Life Financial’s CMS Energy CMS Stock Holding History

Sun Life Financial’s Portfolio CMS Stock Details CMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-171
Closed -$10K – 163
2021
Q1 		$10K Buy
171
+1
+0.6% +$57 ﹤0.01% 393
2020
Q4 		$10K Sell
170
-2
-1% -$125 ﹤0.01% 362
2020
Q3 		$11K Buy
172
+3
+2% +$184 ﹤0.01% 326
2020
Q2 		$10K Sell
169
-2
-1% -$116 ﹤0.01% 296
2020
Q1 		$10K Buy
171
+4
+2% +$256 ﹤0.01% 259
2019
Q4 		$10K Sell
167
-64
-28% -$3.99K ﹤0.01% 313
2019
Q3 		$15K Buy
231
+3
+1% +$182 ﹤0.01% 441
2019
Q2 		$13K Sell
228
-256
-53% -$14.4K ﹤0.01% 455
2019
Q1 		$27K Sell
484
-297
-38% -$15.7K 0.01% 443
2018
Q4 		$39K Buy
781
+2
+0.3% +$101 0.01% 430
2018
Q3 		$38K Buy
779
+14
+2% +$682 0.01% 495
2018
Q2 		$36K Buy
765
+707
+1,219% +$31.9K 0.01% 493
2018
Q1 		$1.29K Sell
58
-560
-91% -$24.6K 0.01% 281
2017
Q4 		$29K Sell
618
-1,461
-70% -$70.8K ﹤0.01% 363
2017
Q3 		$96K Buy
2,079
+21
+1% +$991 0.01% 347
2017
Q2 		$95K Buy
2,058
+2,051
+29,300% +$94.8K 0.01% 351
2017
Q1 		$151 Buy
7
+1
+17% +$43 ﹤0.01% 325
2016
Q4 		$149 Buy
+6
New +$245 ﹤0.01% 279

Other funds holding CMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.6B AUM 47.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return